CRM for Consultants
Deliver the work. The pipeline keeps itself warm.
Consulting's feast-or-famine cycle comes from pausing business development during delivery. AutomateNexus CRM keeps follow-ups, check-ins, and referral touches running while you're heads-down — so the next engagement is ready when this one ends.
Where consulting pipelines leak.
- 01
The feast-famine cycle
Business development stops during delivery, so revenue craters between engagements.
- 02
Past clients forget you
Your best pipeline is people you've already helped — if anyone stayed in touch.
- 03
Proposals and invoices in five tools
Scoping in docs, invoicing in another app, status updates by email — it reads as unpolished.
Built for how consultants actually sell.
Nurture that survives delivery
Agents keep past clients and warm prospects on a check-in cadence, drafting each touch for your approval.
Referrals worked properly
Every referral is captured, scored, and followed up like the warm lead it is.
Proposal to invoice in one flow
Pipeline, engagement, invoicing via Stripe, and project delivery in the same system.
A portal that impresses
Give clients a branded portal for updates and deliverables — polish that wins the renewal.
How a consulting pipeline runs.
How a consultancy keeps selling while delivering on AutomateNexus CRM.
- 01
Inquiry to discovery
Referrals and inbound leads are scored, replied to with a draft, and booked into a discovery call from real availability.
- 02
Proposal, signed
The proposal goes out for e-signature from the record, and the engagement becomes a project the moment it's signed.
- 03
Delivery in the open
Tasks, time, and milestones live on the project. The client sees status and deliverables in a branded portal and approves work in place.
- 04
Invoice against the work
Bill by milestone or logged time, take payment on the link, and see profitability per client.
- 05
The next engagement, warmed
Past clients stay on a check-in cadence, referral asks go out at the right moment, and the pipeline is full when the project ends.
The agents that work a consulting pipeline.
Every plan includes Karrie and seven specialists. These are the ones consultants lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotKeeps past clients and warm prospects on cadence and drafts every touch.
- A2SchedulerPlannerBooks discovery calls and reviews without the back-and-forth.
- A3SalesCloserDrafts proposal follow-ups and referral asks.
- A4OpsCoordinatorHandles meetings, tasks and workflows once a proposal is signed.
- A5AnalyticsForecasterShows utilisation and profitability per client.
The tools consultants already use.
- 01Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 02ZoomAuto-schedule calls and capture meeting briefs.
- 03Google MeetSchedule Meet calls from chat and records.
- 04GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
- 05OutlookRecent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
- 06StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 07PayPalAccept PayPal on invoices and bookings.
- 08Google DriveAttach Drive files to records and the client portal.
- 09NotionImport Notion pages into the knowledge workspace.
- 10SlackForm submissions and workflow alerts posted to your channels through incoming webhooks.
What to look for in a CRM for consultants.
Whether or not you choose us, hold every vendor to these.
Proposal to project without re-keying
A signed proposal should become the project, with the scope, milestones, and budget carried across instead of retyped.
A portal clients will actually open
Status, files, approvals, and invoices in one place under your brand. If clients still email for updates, the portal isn't doing its job.
Time and profitability
Logged time against billed revenue, per client and per project, so you know which engagements are worth repeating.
Knowledge in the same tool
Playbooks, SOPs, and deliverable templates next to the pipeline, searchable by the same AI that drafts your follow-ups.
Cadence that survives delivery
Check-ins and referral asks drafted for you while you're heads-down, so business development doesn't stop when the project starts.
CRM for consultants, answered.
It's sized for you: the agents do the staying-in-touch that solos never have time for, and flat pricing from $49/month means no per-seat math.
Yes — project management with tasks and client-visible status lives in the same platform, so winning the work and delivering it share one system.
Yes. Clients get a portal for updates, approvals, and files — under your brand on white-label plans.
Same day. Connect email, import contacts, and Karrie starts drafting your first check-in queue immediately.
Yes. Log time against projects and tasks; client profitability compares it with billed revenue, and the capacity board shows who is over-allocated.
Yes. Documents go out for e-signature from the record, and a signed proposal can create the project automatically.
Yes. Share versioned proofs to the portal and collect approvals or change requests in place, so sign-off leaves email.
Yes. Import Notion pages into the knowledge workspace, where Ask AI answers with citations back to the source.
Put the agents on your consulting pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.